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Post Holdings, Inc.（POST）とSprouts Farmers Market, Inc.（SFM）の財務データ比較。上の社名をクリックして会社を切り替えられます
Post Holdings, Inc.の直近四半期売上が大きい（$2.2B vs $2.1B、Sprouts Farmers Market, Inc.の約1.0倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs 4.2%、差は0.3%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 7.6%）。Post Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$119.3M vs $66.3M）。過去8四半期でSprouts Farmers Market, Inc.の売上複合成長率が高い（6.8% vs 4.3%）
Post Holdings, Inc.はアメリカの代表的な包装消費財食品メーカーで、主力事業にPost Consumer Brandsを有し、本社はミネソタ州レイクビルに所在します。同社が製造する各種食品は北米を中心に世界各国で販売され、多くの消費者に支持されています。
Sprouts Farmers Market, Inc.はアメリカ合衆国アリゾナ州フェニックスに本社を置くスーパーマーケットチェーンです。天然・有機食品を中心に生鮮青果、バルク食品、包装食料品、肉魚介類、惣菜、焼き菓子、乳製品、冷凍食品のほか、ビタミン・サプリ、天然ボディケア用品、日用品を販売し、全米24州に400店舗以上を展開し従業員は約3万5000人です。
POST vs SFM — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $2.1B |
| 純利益 | $96.8M | $89.8M |
| 粗利率 | 29.4% | 38.0% |
| 営業利益率 | 11.0% | 5.7% |
| 純利益率 | 4.5% | 4.2% |
| 売上前年比 | 10.1% | 7.6% |
| 純利益前年比 | -14.6% | 12.8% |
| EPS（希薄化後） | $1.71 | $0.93 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.0B | $2.2B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $2.0B | $1.9B |
| Q4 25 | $96.8M | $89.8M | ||
| Q3 25 | $51.0M | $120.1M | ||
| Q2 25 | $108.8M | $133.7M | ||
| Q1 25 | $62.6M | $180.0M | ||
| Q4 24 | $113.3M | $79.6M | ||
| Q3 24 | $81.6M | $91.6M | ||
| Q2 24 | $99.8M | $95.3M | ||
| Q1 24 | $97.2M | $114.1M |
| Q4 25 | 29.4% | 38.0% | ||
| Q3 25 | 26.8% | 38.7% | ||
| Q2 25 | 30.0% | 38.8% | ||
| Q1 25 | 28.0% | 39.6% | ||
| Q4 24 | 30.1% | 38.1% | ||
| Q3 24 | 28.6% | 38.1% | ||
| Q2 24 | 29.6% | 37.9% | ||
| Q1 24 | 29.0% | 38.3% |
| Q4 25 | 11.0% | 5.7% | ||
| Q3 25 | 7.5% | 7.2% | ||
| Q2 25 | 11.8% | 8.1% | ||
| Q1 25 | 9.3% | 10.1% | ||
| Q4 24 | 10.8% | 5.3% | ||
| Q3 24 | 9.5% | 6.3% | ||
| Q2 24 | 10.4% | 6.7% | ||
| Q1 24 | 9.5% | 7.9% |
| Q4 25 | 4.5% | 4.2% | ||
| Q3 25 | 2.3% | 5.5% | ||
| Q2 25 | 5.5% | 6.0% | ||
| Q1 25 | 3.2% | 8.0% | ||
| Q4 24 | 5.7% | 4.0% | ||
| Q3 24 | 4.1% | 4.7% | ||
| Q2 24 | 5.1% | 5.0% | ||
| Q1 24 | 4.9% | 6.1% |
| Q4 25 | $1.71 | $0.93 | ||
| Q3 25 | $0.91 | $1.22 | ||
| Q2 25 | $1.79 | $1.35 | ||
| Q1 25 | $1.03 | $1.81 | ||
| Q4 24 | $1.78 | $0.78 | ||
| Q3 24 | $1.28 | $0.91 | ||
| Q2 24 | $1.53 | $0.94 | ||
| Q1 24 | $1.48 | $1.12 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $279.3M | $257.3M |
| 総負債低いほど良い | $7.5B | — |
| 株主資本純資産 | $3.5B | $1.4B |
| 総資産 | $13.0B | $4.2B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $279.3M | $257.3M | ||
| Q3 25 | $176.7M | $322.4M | ||
| Q2 25 | $1.1B | $261.4M | ||
| Q1 25 | $617.6M | $285.7M | ||
| Q4 24 | $872.9M | $265.2M | ||
| Q3 24 | $787.4M | $309.7M | ||
| Q2 24 | $333.8M | $177.3M | ||
| Q1 24 | $333.4M | $312.3M |
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — | ||
| Q1 24 | $6.4B | — |
| Q4 25 | $3.5B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $4.0B | $1.4B | ||
| Q1 25 | $3.8B | $1.3B | ||
| Q4 24 | $3.9B | $1.3B | ||
| Q3 24 | $4.1B | $1.3B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $4.0B | $1.2B |
| Q4 25 | $13.0B | $4.2B | ||
| Q3 25 | $13.5B | $4.0B | ||
| Q2 25 | $13.4B | $3.8B | ||
| Q1 25 | $12.8B | $3.7B | ||
| Q4 24 | $12.8B | $3.6B | ||
| Q3 24 | $12.9B | $3.6B | ||
| Q2 24 | $12.1B | $3.4B | ||
| Q1 24 | $12.2B | $3.5B |
| Q4 25 | 2.16× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | — | ||
| Q3 24 | 1.67× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 1.61× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $235.7M | $138.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $66.3M |
| FCFマージンFCF / 売上 | 5.5% | 3.1% |
| 設備投資強度設備投資 / 売上 | 5.4% | 3.4% |
| キャッシュ転換率営業CF / 純利益 | 2.43× | 1.54× |
| 直近12ヶ月FCF直近4四半期 | $436.0M | $467.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $235.7M | $138.5M | ||
| Q3 25 | $301.3M | $167.1M | ||
| Q2 25 | $225.9M | $111.2M | ||
| Q1 25 | $160.7M | $299.1M | ||
| Q4 24 | $310.4M | $124.9M | ||
| Q3 24 | $235.4M | $209.1M | ||
| Q2 24 | $272.3M | $91.6M | ||
| Q1 24 | $249.6M | $219.7M |
| Q4 25 | $119.3M | $66.3M | ||
| Q3 25 | $151.6M | $111.4M | ||
| Q2 25 | $94.9M | $50.4M | ||
| Q1 25 | $70.2M | $239.6M | ||
| Q4 24 | $171.4M | $56.2M | ||
| Q3 24 | $96.2M | $156.3M | ||
| Q2 24 | $161.5M | $33.9M | ||
| Q1 24 | $150.9M | $168.5M |
| Q4 25 | 5.5% | 3.1% | ||
| Q3 25 | 6.7% | 5.1% | ||
| Q2 25 | 4.8% | 2.3% | ||
| Q1 25 | 3.6% | 10.7% | ||
| Q4 24 | 8.7% | 2.8% | ||
| Q3 24 | 4.8% | 8.0% | ||
| Q2 24 | 8.3% | 1.8% | ||
| Q1 24 | 7.5% | 8.9% |
| Q4 25 | 5.4% | 3.4% | ||
| Q3 25 | 6.7% | 2.5% | ||
| Q2 25 | 6.6% | 2.7% | ||
| Q1 25 | 4.6% | 2.7% | ||
| Q4 24 | 7.0% | 3.4% | ||
| Q3 24 | 6.9% | 2.7% | ||
| Q2 24 | 5.7% | 3.0% | ||
| Q1 24 | 4.9% | 2.7% |
| Q4 25 | 2.43× | 1.54× | ||
| Q3 25 | 5.91× | 1.39× | ||
| Q2 25 | 2.08× | 0.83× | ||
| Q1 25 | 2.57× | 1.66× | ||
| Q4 24 | 2.74× | 1.57× | ||
| Q3 24 | 2.88× | 2.28× | ||
| Q2 24 | 2.73× | 0.96× | ||
| Q1 24 | 2.57× | 1.93× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
SFM
| Perishables | $1.2B | 56% |
| Non Perishables | $935.4M | 44% |
